Skip to content
Disclosery

RITHOLTZ WEALTH MANAGEMENT: SU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of RITHOLTZ WEALTH MANAGEMENT on SU, newest first. How the timeline and the estimate are built.

RITHOLTZ WEALTH MANAGEMENT held 86,886 SU shares at 2026-06-30 per its 13F-HR/A filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 86,886 shares
    Change vs previous 13F -867 shares

    0.07% of the 13F portfolio, value $4,664,031.

    13F-HR/A 0001698218-26-000006 filed by RITHOLTZ WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 87,753 shares
    Change vs previous 13F +5,221 shares

    0.1% of the 13F portfolio, value $5,801,358.

    13F-HR 0001698218-26-000003 filed by RITHOLTZ WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 82,532 shares
    Change vs previous 13F -625 shares

    0.07% of the 13F portfolio, value $3,661,131.

    13F-HR 0001698218-26-000001 filed by RITHOLTZ WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 83,157 shares
    Change vs previous 13F -1,156 shares

    0.07% of the 13F portfolio, value $3,476,798.

    13F-HR 0001698218-25-000004 filed by RITHOLTZ WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 84,313 shares
    Change vs previous 13F +5,573 shares

    0.07% of the 13F portfolio, value $3,157,511.

    13F-HR 0001085146-25-004188 filed by RITHOLTZ WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 78,740 shares
    Change vs previous 13F -21,573 shares

    0.09% of the 13F portfolio, value $3,048,814.

    13F-HR 0001085146-25-002136 filed by RITHOLTZ WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 100,313 shares
    Change vs previous 13F -15,153 shares

    0.11% of the 13F portfolio, value $3,579,156.

    13F-HR 0001085146-25-000201 filed by RITHOLTZ WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 115,466 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $4,263,009.

    13F-HR 0001085146-24-004785 filed by RITHOLTZ WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).